iSHARES TRUST - HAWX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | History | New | 1,571,911 | 64,275 | 0.34% | — | 1 | +1,571,911 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 614,681 | 25,134 | 0.31% | 0.32% | 2 | -5,658 | -0.91% | Q1 2026 | May 08, 2026 |
| Carroll Advisory Group, LLC | History | Added to | 552,978 | 22,611 | 8.78% | 8.79% | 3 | +38,329 | 7.45% | Q1 2026 | Apr 22, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 420,782 | 17,205 | 0.65% | 0.64% | 4 | -13,857 | -3.19% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 358,458 | 14,657 | 0.06% | 0.06% | 5 | -34,620 | -8.81% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 321,746 | 13,156 | 0.02% | 0.02% | 6 | -18,127 | -5.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 254,799 | 10,418 | 0.0% | 0.0% | 7 | -6,868 | -2.62% | Q1 2026 | May 06, 2026 |
| Kingsview Wealth Management, LLC | History | New | 188,550 | 7,709 | 0.11% | — | 8 | +188,550 | New | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 150,149 | 6,139 | 0.01% | 0.01% | 9 | +5,150 | 3.55% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 120,580 | 4,930 | 0.0% | 0.0% | 10 | +47,180 | 64.28% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 107,944 | 4,413 | 0.0% | 0.0% | 11 | +21,727 | 25.2% | Q1 2026 | May 15, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 65,624 | 2,683 | 1.45% | — | 12 | +65,624 | New | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 62,731 | 2,565 | 0.03% | — | 13 | +62,731 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 62,966 | 2,485 | 0.02% | 0.02% | 14 | +480 | 0.77% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 60,161 | 2,459 | 0.03% | 0.02% | 15 | +5,123 | 9.31% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 56,034 | 2,291 | 0.0% | 0.0% | 16 | +6,278 | 12.62% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 45,207 | 1,848 | 1.2% | 0.38% | 17 | +31,215 | 223.09% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Reduced | 32,340 | 1,322 | 0.04% | 0.04% | 18 | -191 | -0.59% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,037 | 1,269 | 0.0% | 0.0% | 19 | +25,288 | 439.87% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,013 | 865 | 0.0% | 0.0% | 20 | -20,104 | -48.89% | Q1 2026 | Apr 08, 2026 |
| Belpointe Asset Management LLC | History | New | 20,207 | 826 | 0.03% | — | 21 | +20,207 | New | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 17,560 | 718 | 0.01% | 0.02% | 22 | -22,208 | -55.84% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | New | 15,091 | 617 | 0.01% | — | 23 | +15,091 | New | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | No change | 13,862 | 566 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 13,042 | 533 | 0.0% | 0.0% | 25 | +498 | 3.97% | Q1 2026 | May 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Reduced | 13,036 | 533 | 0.11% | 0.11% | 26 | -1 | -0.01% | Q1 2026 | Apr 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,192 | 498 | 0.0% | 0.0% | 27 | -2,077 | -14.56% | Q1 2026 | May 13, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 11,550 | 472 | 0.42% | 0.11% | 28 | -2,410 | -17.26% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 10,367 | 423 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 9,647 | 394 | 0.0% | 0.0% | 30 | +3,850 | 66.41% | Q1 2026 | May 15, 2026 |
| STAR Financial Bank | History | Reduced | 8,695 | 355 | 0.17% | 1.89% | 31 | -85,048 | -90.72% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 8,463 | 346 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,800 | 318 | 0.0% | 0.0% | 33 | +205 | 2.7% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,576 | 309 | 0.0% | 0.01% | 34 | -1,791 | -19.12% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,443 | 304 | 0.0% | 0.0% | 35 | -934 | -11.15% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | New | 7,183 | 293 | 0.0% | — | 36 | +7,183 | New | Q1 2026 | May 12, 2026 |
| Redwood Financial Network Corp | History | Reduced | 6,848 | 280 | 0.18% | 0.21% | 37 | -1,490 | -17.87% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,265 | 256 | 0.0% | 0.0% | 38 | -381 | -5.73% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | No change | 5,731 | 234 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,606 | 229 | 0.0% | 0.0% | 40 | +975 | 21.05% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,330 | 218 | 0.0% | 0.0% | 41 | +1,620 | 43.67% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,151 | 169 | 0.01% | 0.02% | 42 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 2,842 | 116 | 0.0% | 0.0% | 43 | -18 | -0.63% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,431 | 99 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,038 | 83 | 0.01% | — | 45 | +2,038 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,765 | 72 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 1,387 | 56 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,304 | 53 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,200 | 49 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 688 | 28 | 0.01% | — | 50 | +688 | New | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 445 | 18 | 0.0% | 0.0% | 51 | -95 | -17.59% | Q1 2026 | May 07, 2026 |
| Westend Capital Management, LLC | History | No change | 315 | 12 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 307 | 12 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -102,100 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -57,358 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,095 | -100.0% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -18,588 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,770 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,028 | -100.0% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -361 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |